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Disclosery

WCG Wealth Advisors LLC: BNY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCG Wealth Advisors LLC on BNY, newest first. How the timeline and the estimate are built.

WCG Wealth Advisors LLC held 37,302 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,302 shares
    Change vs previous 13F -172 shares

    0.13% of the 13F portfolio, value $5,394,234.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,474 shares
    Change vs previous 13F -4,991 shares

    0.12% of the 13F portfolio, value $4,445,529.

    13F-HR 0001855713-26-000004 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,465 shares
    Change vs previous 13F +24,522 shares

    0.14% of the 13F portfolio, value $4,929,907.

    13F-HR 0001855713-26-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,943 shares
    Change vs previous 13F -2,314 shares

    0.12% of the 13F portfolio, value $1,955,096.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,257 shares
    Change vs previous 13F -131 shares

    0.12% of the 13F portfolio, value $1,845,653.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 20,388 shares
    Change vs previous 13F -2,168 shares

    0.13% of the 13F portfolio, value $1,709,994.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,556 shares
    Change vs previous 13F +1,011 shares

    0.11% of the 13F portfolio, value $1,733,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,545 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,548,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).